Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,819
New
Increased
Reduced
Closed

Top Sells

1 +$761M
2 +$680M
3 +$579M
4
TIF
Tiffany & Co.
TIF
+$567M
5
PAYX icon
Paychex
PAYX
+$531M

Sector Composition

1 Technology 10.08%
2 Financials 8.59%
3 Healthcare 7.1%
4 Industrials 7.06%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$264M 0.04%
4,290,252
+81,688
352
$264M 0.04%
8,606,759
+3,734,977
353
$263M 0.04%
1,558,962
+146,947
354
$263M 0.04%
3,262,645
+449,835
355
$262M 0.04%
13,422,449
+874,575
356
$261M 0.04%
1,899,932
-66,562
357
$260M 0.04%
2,321,389
+51,815
358
$254M 0.04%
3,624,912
+819,687
359
$253M 0.04%
11,344,145
+3,285,420
360
$250M 0.04%
6,184,814
-143,931
361
$249M 0.04%
1,863,519
-54,934
362
$248M 0.04%
1,842,583
+69,333
363
$247M 0.04%
6,166,589
-14,397
364
$244M 0.04%
9,479,170
+3,729,613
365
$244M 0.04%
1,194,906
+14,259
366
$243M 0.04%
4,513,821
+278,401
367
$243M 0.04%
1,960,582
-261,517
368
$242M 0.04%
4,263,864
+2,874,194
369
$241M 0.04%
2,185,964
+1,306
370
$240M 0.04%
4,283,712
-1,607,979
371
$240M 0.04%
2,544,898
+351,676
372
$240M 0.04%
7,020,126
-653,148
373
$240M 0.04%
5,379,964
-1,225,007
374
$237M 0.04%
8,291,240
-38,497
375
$235M 0.04%
2,517,458
+110,242